Funds › Loring Wolcott & Coolidge Fiduciary Advisors LLP
Loring Wolcott & Coolidge Fiduciary Advisors LLP
13F for Q3 2026, filed Oct 23, 2026. 563 positions worth $10.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 23, 2026
Reported value
$10.8B
+$538.3M (5.2%) vs Q2 2026
Positions
563
564 in Q2 2026
Top 10 share
49.8%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Loring Wolcott & Coolidge Fiduciary Advisors LLP in the latest 13F quarter?
Using 13F.ai, how has Loring Wolcott & Coolidge Fiduciary Advisors LLP's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Loring Wolcott & Coolidge Fiduciary Advisors LLP's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. Class A | 2.79M | $960.5M | 8.9% | -1.0% | 13F ↗ |
| 2 | MSFT Microsoft Corporation | 1.83M | $940.0M | 8.7% | -0.8% | 13F ↗ |
| 3 | MA Mastercard Incorporated | 1.37M | $756.2M | 7.0% | -0.6% | 13F ↗ |
| 4 | AMZN Amazon.com, Inc. | 2.23M | $555.6M | 5.1% | -0.8% | 13F ↗ |
| 5 | AAPL Apple Inc. | 1.43M | $476.3M | 4.4% | -1.1% | 13F ↗ |
| 6 | NVDA NVIDIA Corporation | 1.91M | $436.5M | 4.0% | +0.5% | 13F ↗ |
| 7 | DHR Danaher Corporation | 1.67M | $370.3M | 3.4% | -0.4% | 13F ↗ |
| 8 | SYK Stryker Corporation | 1.16M | $318.7M | 2.9% | +0.2% | 13F ↗ |
| 9 | TMO Thermo Fisher Scientific Inc | 454,341 | $306.7M | 2.8% | -7.6% | 13F ↗ |
| 10 | INTU Intuit Inc. | 1.02M | $281.4M | 2.6% | -1.9% | 13F ↗ |
| 11 | TJX TJX Companies, Inc. | 2.04M | $269.5M | 2.5% | -0.6% | 13F ↗ |
| 12 | NOW ServiceNow, Inc. | 1.75M | $234.2M | 2.2% | Unchanged | 13F ↗ |
| 13 | NXPI NXP Semiconductors N.V. | 966,564 | $229.6M | 2.1% | +1.5% | 13F ↗ |
| 14 | V Visa Inc. | 625,694 | $224.8M | 2.1% | +3.2% | 13F ↗ |
| 15 | VEEV Veeva Systems Inc. | 764,479 | $218.2M | 2.0% | -3.6% | 13F ↗ |
| 16 | COST Costco Wholesale Corporation | 234,304 | $213.3M | 2.0% | +0.1% | 13F ↗ |
| 17 | META Meta Platforms, Inc. | 277,550 | $201.3M | 1.9% | +1.2% | 13F ↗ |
| 18 | PH Parker-Hannifin Corporation | 204,004 | $194.9M | 1.8% | -0.4% | 13F ↗ |
| 19 | EOG EOG Resources, Inc. | 1.40M | $193.1M | 1.8% | +0.1% | 13F ↗ |
| 20 | AMT American Tower Corporation | 1.07M | $174.4M | 1.6% | -5.8% | 13F ↗ |
| 21 | ADP Automatic Data Processing, Inc. | 597,277 | $154.1M | 1.4% | -0.6% | 13F ↗ |
| 22 | SNPS Synopsys, Inc. | 353,913 | $153.9M | 1.4% | +0.7% | 13F ↗ |
| 23 | ABT Abbott Laboratories | 1.53M | $151.3M | 1.4% | -2.3% | 13F ↗ |
| 24 | CNI Canadian National Railway Company | 1.25M | $148.2M | 1.4% | -0.4% | 13F ↗ |
| 25 | ASML ASML Holding N.V. · Equities | 74,046 | $134.1M | 1.2% | +14.0% | 13F ↗ |
| 26 | BRK-B Berkshire Hathaway Inc. Class B | 239,952 | $119.5M | 1.1% | -0.2% | 13F ↗ |
| 27 | CHD Church & Dwight Company, Inc. | 1.02M | $96.0M | 0.9% | -2.9% | 13F ↗ |
| 28 | FISV Fiserv, Inc. | 2.05M | $92.5M | 0.9% | -11.1% | 13F ↗ |
| 29 | ADI Analog Devices, Inc. | 230,612 | $91.5M | 0.8% | +7.9% | 13F ↗ |
| 30 | PM Philip Morris International Inc | 463,128 | $88.4M | 0.8% | -2.2% | 13F ↗ |
| 31 | LLY Eli Lilly and Company | 75,984 | $87.9M | 0.8% | +27.1% | 13F ↗ |
| 32 | PAYC Paycom Software, Inc. | 400,139 | $87.1M | 0.8% | -44.9% | 13F ↗ |
| 33 | QCOM QUALCOMM Incorporated | 447,344 | $82.3M | 0.8% | -21.3% | 13F ↗ |
| 34 | SBUX Starbucks Corporation | 763,502 | $71.7M | 0.7% | -3.2% | 13F ↗ |
| 35 | HD Home Depot, Inc. | 243,324 | $69.2M | 0.6% | -0.8% | 13F ↗ |
| 36 | CSL Carlisle Companies Incorporated | 212,610 | $68.5M | 0.6% | +19.2% | 13F ↗ |
| 37 | AVGO Broadcom Inc. | 194,833 | $68.4M | 0.6% | +174% | 13F ↗ |
| 38 | UNP Union Pacific Corporation | 248,382 | $67.6M | 0.6% | +2.2% | 13F ↗ |
| 39 | JNJ Johnson & Johnson | 249,622 | $66.1M | 0.6% | -1.2% | 13F ↗ |
| 40 | PG Procter & Gamble Company | 415,006 | $60.3M | 0.6% | -0.5% | 13F ↗ |
| 41 | XOM ExxonMobil Holdings Corporation | 370,253 | $60.3M | 0.6% | New | 13F ↗ |
| 42 | IDXX IDEXX Laboratories, Inc. | 114,834 | $60.0M | 0.6% | -2.0% | 13F ↗ |
| 43 | ORLY O'Reilly Automotive, Inc. | 687,861 | $58.8M | 0.5% | -1.9% | 13F ↗ |
| 44 | ISRG Intuitive Surgical, Inc. | 138,050 | $56.1M | 0.5% | +236% | 13F ↗ |
| 45 | GOOG Alphabet Inc. Class C | 162,049 | $55.2M | 0.5% | -3.9% | 13F ↗ |
| 46 | WSE Wise Group plc | 4.77M | $54.3M | 0.5% | +9.0% | 13F ↗ |
| 47 | WEX WEX Inc. | 320,476 | $54.1M | 0.5% | -12.8% | 13F ↗ |
| 48 | LOW Lowe's Companies, Inc. | 271,044 | $50.0M | 0.5% | -11.5% | 13F ↗ |
| 49 | MRK Merck & Company, Inc. | 329,146 | $47.8M | 0.4% | -1.1% | 13F ↗ |
| 50 | VLTO Veralto Corp | 421,506 | $39.8M | 0.4% | -1.2% | 13F ↗ |
Showing the top 50 of 563 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
11 new, 64 added to, 152 trimmed, 12 exited, 336 unchanged. By estimated dollars.
New positions (11)
| XOM ExxonMobil Holdings Corporation | 370,253 | New | $60.3M |
| OKE ONEOK, Inc. | 1,343 | New | $114.5K |
| MBGL Mobility Global Inc. | 2,949 | New | $50.6K |
| Spdr Series Trust St Str Dow Reit | 299 | New | $31.4K |
| iShares Tr Esg Aw Msci Eafe | 297 | New | $30.6K |
| iShares Tr Sp SMCP600VL Etf | 200 | New | $25.6K |
| DBC Invesco DB Commodity Index Tracking Fund · Units | 600 | New | $19.4K |
| HEI HEICO Corporation | 24 | New | $7,276 |
| iShares Tr Bond Etf | 50 | New | $5,202 |
| Vanguard Bd Index Fds Short Trm Bond | 60 | New | $4,584 |
Added to (64)
| AVGO Broadcom Inc. | 194,833 | +174% | $43.4M |
| ISRG Intuitive Surgical, Inc. | 138,050 | +236% | $39.4M |
| LLY Eli Lilly and Company | 75,984 | +27.1% | $18.7M |
| ASML ASML Holding N.V. · Equities | 74,046 | +14.0% | $16.5M |
| DKS Dick's Sporting Goods Inc | 278,315 | +46.8% | $11.9M |
| CSL Carlisle Companies Incorporated | 212,610 | +19.2% | $11.0M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 24,208 | +421% | $8.9M |
| V Visa Inc. | 625,694 | +3.2% | $6.9M |
| ADI Analog Devices, Inc. | 230,612 | +7.9% | $6.7M |
| WSE Wise Group plc | 4.77M | +9.0% | $4.5M |
Trimmed (152)
| PAYC Paycom Software, Inc. | 400,139 | -44.9% | -$71.0M |
| TMO Thermo Fisher Scientific Inc | 454,341 | -7.6% | -$25.1M |
| QCOM QUALCOMM Incorporated | 447,344 | -21.3% | -$22.2M |
| BR Broadridge Financial Solutions, Inc. | 84,730 | -61.6% | -$21.9M |
| REGN Regeneron Pharmaceuticals, Inc. | 39,761 | -39.6% | -$19.8M |
| NKE Nike, Inc. | 320,822 | -52.5% | -$12.5M |
| FISV Fiserv, Inc. | 2.05M | -11.1% | -$11.5M |
| AMT American Tower Corporation | 1.07M | -5.8% | -$10.8M |
| GOOGL Alphabet Inc. Class A | 2.79M | -1.0% | -$10.1M |
| VEEV Veeva Systems Inc. | 764,479 | -3.6% | -$8.2M |
Exited (12)
| Exxon Mobil Corp | 372,595 | Exited | -$50.9M |
| Vanguard Index Fds Mrngstr Sml Cap | 1,205 | Exited | -$365.3K |
| VAL Valaris Limited | 5,000 | Exited | -$363.0K |
| Oneok Inc | 2,525 | Exited | -$219.5K |
| MDB MongoDB, Inc. | 380 | Exited | -$127.6K |
| KR Kroger Company | 252 | Exited | -$14.0K |
| T AT&T Inc. | 600 | Exited | -$12.4K |
| LULU lululemon athletica inc. | 100 | Exited | -$11.4K |
| VSNT Versant Media Group, Inc. | 215 | Exited | -$7,742 |
| Avanos Med Inc | 250 | Exited | -$6,220 |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 23, 2026 | 13F-HR | 564 | $10.8B | Current | SEC ↗ |
| Q2 2026 | Jul 30, 2026 | 13F-HR | 565 | $10.3B | Current | SEC ↗ |
| Q1 2026 | Apr 13, 2026 | 13F-HR | 560 | $10.0B | Current | SEC ↗ |
| Q4 2025 | Jan 28, 2026 | 13F-HR | 534 | $11.0B | Current | SEC ↗ |
| Q3 2025 | Oct 24, 2025 | 13F-HR | 527 | $11.4B | Current | SEC ↗ |
| Q2 2025 | Jul 30, 2025 | 13F-HR | 518 | $11.3B | Current | SEC ↗ |
| Q1 2025 | Apr 24, 2025 | 13F-HR | 560 | $10.3B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer